See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,523 |
COOK STREET CONSULTING5 years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $44,275 |
Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $25,750 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $20,750 |
COOK STREET CONSULTING1 year Service code 27 · EIN 84-0854421 | Advisory (Plan) | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,498 | $72,137+130.8% | $142,449+16.9% | $71,457+133.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 22.61% | 21.15%+1.5pp | 19.99%+2.6pp | 28.85%-6.2pp |
| Employer contribution / active EE | $18,876 | $3,793+397.6% | $4,847+289.4% | $2,588+629.5% |
| Participant deferral / active EE | $12,589 | $5,280+138.4% | $6,283+100.4% | $4,289+193.5% |
| Admin fee / account holder | $617 | $1,433-57.0% | $10,011-93.8% | $1,587-61.1% |